Adviser Profile

As of Date 02/24/2026
Registration SEC, Approved, 08/26/2005
Other registrations (1)
ADV Location NEW PROVIDENCE, NJ, United States
Contact Info 908 xxxxxxx
Websites
AUM* 750,550,016 29%
of that, discretionary 489,437,360 35%
Number of Employees 9 -10%
of those in investment advisory functions 7 -13%
Private Fund GAV* 0
Avg Account Size 427,664 23%
% High Net Worth 40.82% 2%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

489M 420M 350M 280M 210M 140M 70M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser WHVP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM235.2m #Funds-
Adviser SILVERHAWK ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM405.2m #Funds-
Adviser FIRST KENTUCKY SECURITIES CORP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM566.0m #Funds-
Adviser NET WORTH ADVISORY GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM838.4m #Funds-
Adviser KFA PRIVATE WEALTH GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM830.0m #Funds-
Adviser FREESTATE ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM181.8m #Funds-
Adviser TRIBECA FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM248.3m #Funds-
Adviser HELIUM ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund4.3m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV4.3m AUM233.8m #Funds1
Adviser SKYOAK CAPITAL, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM219.2m #Funds-
Adviser SNOWDEN CAPITAL ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM8.9b #Funds-

Brochure Summary